Personal Financial Planning
Jeffrey H. Rattiner
Mr. Rattiner is president & CEO of the JR Financial Group, INC., which is a multi-purpose holding company with offices in the Denver and Phoenix metro areas serving consumers and the financial services industry.
He has been the Director of Professional Development & Corporate Sponsorship for the Institute of Certified Financial Planners™. His responsibilities included developing and marketing educational programs including financial planning curriculum and products of the 12,000 member national professional association. He also developed and maintained on-going relationships with financial service corporations to actively sponsor and participate in Institute events. Under his direction, department revenues grew from $0 to $750,000.
Mr. Rattiner was employed as the Director of Technical Standards for the Certified Financial Planner Board of Standards. He developed practice standards and reference guides for CFP® licensees to use in the practice of personal financial planning. He was responsible for administering the continuing education sponsor program, staffing the Board of Practice Standards and the Post Certification Committee, developing a CPA/CFP® network designed to better promote relations with the accounting profession, and exhibiting at conferences to educate CFP® candidates. he has also staffed the Career Path Task Force designed to help individuals pursuing careers in personal financial planning.
He was also previously employed as Technical Manager in the Personal Financial Planning (PFP) Division of the American Institute of Certified Public Accountants in New York City. His responsibilities included organizing and running the annual PFP Technical Conference, acting as staff person to the PFP Practice Subcommittee, drafting the three volume PFP Manual, acting as marketing liaison for the PFP division, and serving as editor of the PFP column for the Journal of Accountancy. Mr. Rattiner has co-authored the Audio Financial Planning Report for Total tape (Bisk) Publishing Company in Tampa, Florida, edited the Financial Planning Digest, for Harcourt Brace Professional Publishing, and Financial Advisory Practice and Personal Financial Planning for Warren Gorham and Lamont.
Mr. Rattiner earned his Bachelors of Business Administration (BBA) with an emphasis in Marketing Management from Bernard M. Baruch College of the City University of New York in 1981, his MBA of Business Administration in Certified Public Accounting from Hofstra University in 1983 and his Certified Financial Planner™ education from the New York University in 1992. He is licensed as a CFP® with the CFP® Board of Standards in Denver, Colorado, and as a CPA in New York and Colorado.?